Knowing your client: Risk, Capacity and Identity in Virtual Instruction Taking
6th March 2023
In an increasingly digitalised and modern world, paper is being swapped for online documents, and instruction taking practices have been radically changed. We embrace change here at CTT Group. But we also understand the need to accommodate and risk assess these developments.
- Risk and future claims against the instruction taker
- Virtual instruction taking
- How to ID your client
Estate Planning Foundation Course
14th March 2023
The course will be consolidated across five sessions, running from 9:30am to 1:00pm.
This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts, and Asset Protection Trusts. It provides all the essential groundwork of will writing.
The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.
Probate: The Estate Planner’s Guide to Estate Administration
20th March 2023
This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.